See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,810 | $101,724-33.3% | $164,813-58.9% | $80,856-16.1% |
| Participation rate | 65.7% | 71.8%-6.1pp | 78.6%-12.9pp | 67.6%-1.9pp |
| Annual return | 11.32% | 16.72%-5.4pp | 69.93%-58.6pp | 35.59%-24.3pp |
| Employer contribution / active EE | $2,253 | $2,953-23.7% | $4,341-48.1% | $2,755-18.2% |
| Participant deferral / active EE | $3,668 | $4,477-18.1% | $6,031-39.2% | $4,296-14.6% |
| Admin fee / account holder | $1,219 | $8,227-85.2% | $12,690-90.4% | $6,918-82.4% |